The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M Co COM 88579y101 3,568 17,170 SH   SOLE   17,170 0 0
Abbott Laboratories COM 002824100 1,227 15,345 SH   SOLE   15,345 0 0
Abbvie Inc COM 00287y109 963 11,950 SH   SOLE   11,950 0 0
Adobe Inc COM 00724f101 6,498 24,384 SH   SOLE   24,384 0 0
Air Prods & Chems Inc COM 009158106 248 1,300 SH   SOLE   1,300 0 0
Alaska Air Group Inc COM 011659109 2,502 44,575 SH   SOLE   44,575 0 0
Alphabet Inc Cap Stock Cl A COM 02079k305 9,202 7,819 SH   SOLE   7,819 0 0
Amazon.com Inc COM 023135106 31,103 17,466 SH   SOLE   17,466 0 0
American Express Co COM 025816109 3,636 33,270 SH   SOLE   33,270 0 0
Analog Devices Inc COM 032654105 1,407 13,370 SH   SOLE   13,370 0 0
AON PLC Cl A COM g0408v102 256 1,500 SH   SOLE   1,500 0 0
Apollo Global Mgmt LLC Cl A COM 037612306 896 31,700 SH   SOLE   31,700 0 0
Apple Inc COM 037833100 6,201 32,648 SH   SOLE   32,648 0 0
Automatic Data Processing Inc COM 053015103 1,765 11,050 SH   SOLE   11,050 0 0
Boeing Co COM 097023105 9,628 25,243 SH   SOLE   25,243 0 0
Booking Holdings Inc COM 09857l108 707 405 SH   SOLE   405 0 0
Bristol Myers Squibb Co COM 110122108 613 12,850 SH   SOLE   12,850 0 0
Caterpillar Inc COM 149123101 2,951 21,780 SH   SOLE   21,780 0 0
Celgene Corp COM 151020104 2,659 28,190 SH   SOLE   28,190 0 0
Cheniere Energy Inc COM 16411r208 1,471 21,523 SH   SOLE   21,523 0 0
Chevron Corp COM 166764100 1,951 15,839 SH   SOLE   15,839 0 0
Chubb Limited COM h1467j104 386 2,753 SH   SOLE   2,753 0 0
Cintas Corp COM 172908105 1,909 9,447 SH   SOLE   9,447 0 0
Coca-Cola Co COM 191216100 720 15,365 SH   SOLE   15,365 0 0
Colgate Palmolive Co COM 194162103 687 10,025 SH   SOLE   10,025 0 0
Costco Wholesale Corp COM 22160k105 222 915 SH   SOLE   915 0 0
CSX Corp COM 126408103 5,138 68,665 SH   SOLE   68,665 0 0
Cummins Inc COM 231021106 5,602 35,485 SH   SOLE   35,485 0 0
D R Horton Inc COM 23331a109 5,194 125,520 SH   SOLE   125,520 0 0
Deere & Co COM 244199105 394 2,468 SH   SOLE   2,468 0 0
Delta Air Lines Inc COM 247361702 328 6,350 SH   SOLE   6,350 0 0
Disney Walt Co Disney COM 254687106 7,868 70,860 SH   SOLE   70,860 0 0
Dowdupont Inc COM 26078j100 1,366 25,617 SH   SOLE   25,617 0 0
Duke Energy Corp COM 26441c204 360 3,999 SH   SOLE   3,999 0 0
Eli Lilly & Co COM 532457108 229 1,765 SH   SOLE   1,765 0 0
eLot Inc COM 29014q105 0 67,670 SH   SOLE   67,670 0 0
Enbridge Inc COM 29250n105 227 6,251 SH   SOLE   6,251 0 0
EOG Resources Inc COM 26875p101 4,754 49,950 SH   SOLE   49,950 0 0
Euronet Worldwide Inc COM 298736109 1,645 11,540 SH   SOLE   11,540 0 0
Evercore Partners Inc Class A COM 29977a105 2,687 29,530 SH   SOLE   29,530 0 0
Expeditors Intl Wash Inc COM 302130109 2,683 35,350 SH   SOLE   35,350 0 0
Exxon Mobil Corp COM 30231g102 2,262 27,994 SH   SOLE   27,994 0 0
Facebook Inc Cl A COM 30303m102 8,568 51,398 SH   SOLE   51,398 0 0
Fair Isaac Corp COM 303250104 781 2,875 SH   SOLE   2,875 0 0
FedEx Corp COM 31428x106 253 1,393 SH   SOLE   1,393 0 0
General Electric Co COM 369604103 210 21,000 SH   SOLE   21,000 0 0
Gilead Sciences Inc COM 375558103 2,352 36,175 SH   SOLE   36,175 0 0
Globant SA COM l44385109 910 12,750 SH   SOLE   12,750 0 0
Healthequity Inc COM 42226a107 2,896 39,145 SH   SOLE   39,145 0 0
Home Depot Inc COM 437076102 14,808 77,169 SH   SOLE   77,169 0 0
Honeywell Intl Inc COM 438516106 1,518 9,550 SH   SOLE   9,550 0 0
Hunt J B Trans Services Inc COM 445658107 856 8,450 SH   SOLE   8,450 0 0
Ingersoll-Rand PLC COM g47791101 1,614 14,950 SH   SOLE   14,950 0 0
Intel Corp COM 458140100 7,579 141,130 SH   SOLE   141,130 0 0
Intercontinental Exchange Inc COM 45866f104 3,134 41,155 SH   SOLE   41,155 0 0
International Paper Co COM 460146103 241 5,200 SH   SOLE   5,200 0 0
Intuitive Surgical Inc COM 46120e602 1,064 1,864 SH   SOLE   1,864 0 0
Jacobs Engineering Group Inc COM 469814107 863 11,475 SH   SOLE   11,475 0 0
Jazz Pharmaceuticals PLC USD COM g50871105 772 5,400 SH   SOLE   5,400 0 0
Johnson & Johnson COM 478160104 5,830 41,707 SH   SOLE   41,707 0 0
JPMorgan Chase & Co COM 46625h100 577 5,695 SH   SOLE   5,695 0 0
KLA-Tencor Corp COM 482480100 3,197 26,775 SH   SOLE   26,775 0 0
L3 Technologies Inc COM 502413107 2,397 11,615 SH   SOLE   11,615 0 0
Las Vegas Sands Corp COM 517834107 4,369 71,665 SH   SOLE   71,665 0 0
Lauder Estee Cos Inc Cl A COM 518439104 2,020 12,200 SH   SOLE   12,200 0 0
Lgi Homes Inc COM 50187t106 307 5,100 SH   SOLE   5,100 0 0
Ligand Pharmaceuticals Inc COM 53220k504 1,023 8,135 SH   SOLE   8,135 0 0
Linde PLC COM g5494j103 1,100 6,251 SH   SOLE   6,251 0 0
Lockheed Martin Corp COM 539830109 7,125 23,738 SH   SOLE   23,738 0 0
Marathon Petroleum Corp COM 56585a102 2,277 38,040 SH   SOLE   38,040 0 0
MasterCard Inc Cl A COM 57636q104 638 2,710 SH   SOLE   2,710 0 0
Merck & Co Inc COM 58933y105 2,327 27,976 SH   SOLE   27,976 0 0
Micron Technology Inc COM 595112103 9,151 221,425 SH   SOLE   221,425 0 0
Microsoft Corp COM 594918104 9,725 82,455 SH   SOLE   82,455 0 0
Mongodb Inc Cl A COM 60937p106 4,763 32,395 SH   SOLE   32,395 0 0
Netflix Inc COM 64110l106 936 2,625 SH   SOLE   2,625 0 0
New Relic Inc COM 64829b100 1,036 10,495 SH   SOLE   10,495 0 0
Nextera Energy Inc COM 65339f101 1,661 8,590 SH   SOLE   8,590 0 0
Nike Inc Cl B COM 654106103 2,307 27,400 SH   SOLE   27,400 0 0
North European Oil Royalty Tru COM 659310106 202 29,300 SH   SOLE   29,300 0 0
NVIDIA Corp COM 67066g104 745 4,150 SH   SOLE   4,150 0 0
NXP Semiconductors NV COM n6596x109 8,000 90,505 SH   SOLE   90,505 0 0
Palo Alto Networks Inc COM 697435105 3,096 12,746 SH   SOLE   12,746 0 0
Parker Hannifin Corp COM 701094104 1,070 6,235 SH   SOLE   6,235 0 0
Paypal Holdings Inc COM 70450y103 13,230 127,408 SH   SOLE   127,408 0 0
Pioneer Natural Resources Co COM 723787107 1,401 9,200 SH   SOLE   9,200 0 0
Procter & Gamble Co COM 742718109 999 9,601 SH   SOLE   9,601 0 0
Raytheon Co COM 755111507 519 2,850 SH   SOLE   2,850 0 0
Regeneron Pharmaceuticals COM 75886f107 3,774 9,190 SH   SOLE   9,190 0 0
Rockwell Automation Inc COM 773903109 552 3,145 SH   SOLE   3,145 0 0
Roper Industries Inc COM 776696106 855 2,500 SH   SOLE   2,500 0 0
Royal Caribbean Cruises Ltd COM v7780t103 241 2,100 SH   SOLE   2,100 0 0
Salesforce.com Inc COM 79466l302 2,169 13,696 SH   SOLE   13,696 0 0
Schlumberger Ltd COM 806857108 220 5,050 SH   SOLE   5,050 0 0
Sherwin Williams Co COM 824348106 603 1,400 SH   SOLE   1,400 0 0
Sirius XM Holdings Inc COM 82968b103 179 31,500 SH   SOLE   31,500 0 0
Smith A O COM 831865209 2,035 38,175 SH   SOLE   38,175 0 0
Spring Bank Pharmaceuticals In COM 849431101 1,565 149,175 SH   SOLE   149,175 0 0
Square Inc Cl A COM 852234103 387 5,165 SH   SOLE   5,165 0 0
SS&C Technologies Holdings Inc COM 78467j100 3,562 55,920 SH   SOLE   55,920 0 0
SVB Financial Group COM 78486q101 620 2,790 SH   SOLE   2,790 0 0
Tapestry Inc COM 876030107 249 7,650 SH   SOLE   7,650 0 0
Textron Inc COM 883203101 380 7,500 SH   SOLE   7,500 0 0
Thermo Fisher Scientific Inc COM 883556102 5,236 19,129 SH   SOLE   19,129 0 0
Tiffany & Co COM 886547108 570 5,400 SH   SOLE   5,400 0 0
United Parcel Service Inc Cl B COM 911312106 1,881 16,835 SH   SOLE   16,835 0 0
United Rentals Inc COM 911363109 946 8,280 SH   SOLE   8,280 0 0
United Technologies Corp COM 913017109 441 3,425 SH   SOLE   3,425 0 0
UnitedHealth Group Inc COM 91324p102 4,408 17,828 SH   SOLE   17,828 0 0
Veeva Systems Inc Cl A COM 922475108 545 4,300 SH   SOLE   4,300 0 0
Verizon Communications Inc COM 92343v104 4,819 81,500 SH   SOLE   81,500 0 0
Vertex Pharmaceuticals Inc COM 92532f100 2,301 12,508 SH   SOLE   12,508 0 0
VF Corp COM 918204108 6,483 74,600 SH   SOLE   74,600 0 0
Vulcan Materials Co COM 929160109 559 4,723 SH   SOLE   4,723 0 0
Walgreens Boots Alliance Inc COM 931427108 326 5,150 SH   SOLE   5,150 0 0
Xilinx Inc COM 983919101 590 4,655 SH   SOLE   4,655 0 0
Bunge Limited Conv Pfd Perp CONV PREF g16962204 344 3,500 SH   SOLE   3,500 0 0
Alibaba Group Holding Ltd Sp A COM 01609w102 2,234 12,245 SH   SOLE   12,245 0 0
LVMH Moet Hennessy Louis Vuitt COM 502441306 779 10,585 SH   SOLE   10,585 0 0
Tencent Holdings Ltd ADR COM 88032q109 2,404 52,265 SH   SOLE   52,265 0 0
Dreyfus Premier Inv Funds Inc MUTAL FUND 261986541 263 13,298 SH   SOLE   13,298 0 0
Kayne Anderson MLP Investment MUTUAL FUND 486606106 268 16,700 SH   SOLE   16,700 0 0
Brookfield Infrast Partners LP MLP g16252101 613 14,650 SH   SOLE   14,650 0 0
Annaly Cap Mgmt Inc REIT 035710409 250 25,000 SH   SOLE   25,000 0 0
Coresite Realty Corp REIT 21870q105 2,577 24,075 SH   SOLE   24,075 0 0
Rayonier Inc REIT 754907103 221 7,000 SH   SOLE   7,000 0 0
W P Carey Inc COM 92936u109 576 7,350 SH   SOLE   7,350 0 0
Weyerhaeuser Co COM 962166104 1,970 74,800 SH   SOLE   74,800 0 0